Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Market Commentary: Monthly Bulletin April 2021

May 5, 2021
Markets began the second quarter in the same manner that they ended the first, as most moved pleasingly higher. Read more

The dangers of decumulation: How advice can help your clients manage their retirement income

April 27, 2021
Reaching retirement is a life milestone, but the hard work doesn't end there. Read how Boolers can help your clients manage their retirement income. Read more

The importance of getting more women engaged in retirement planning

April 27, 2021
A recent report suggests women could be £100,000 worse off in retirement than men with comparable savings rates and career lengths. Here's how Boolers can help. Read more

What the future rise in Corporation Tax means for your business

April 15, 2021
The chancellor used his spring Budget to announce a rise in Corporation Tax due to come into force in 2023. What could the change mean for your business? Read more